Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,524 | $138,393-62.0% | $184,256-71.5% | $80,959-35.1% |
| Participation rate | 55.4% | 83.9%-28.5pp | 86.8%-31.4pp | 67.7%-12.3pp |
| Annual return | 3.36% | 20.01%-16.6pp | 28.85%-25.5pp | 35.67%-32.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $295 | $10,489-97.2% | $13,899-97.9% | $6,925-95.7% |